DIMENSIONAL ETF TRUST's ticker is DFAE and the CUSIP is 25434V302. A total of 178 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,287,357 | -4.5% | 411,491 | -0.7% | 1.89% | -19.5% |
| Q2 2023 | $9,721,526 | -0.2% | 414,387 | -2.1% | 2.35% | -14.4% |
| Q1 2023 | $9,740,943 | +6.7% | 423,151 | +1.7% | 2.74% | -11.8% |
| Q4 2022 | $9,133,378 | +1.0% | 416,099 | -0.5% | 3.11% | +1.7% |
| Q3 2022 | $9,047,000 | -9.8% | 418,054 | -3.5% | 3.06% | -37.9% |
| Q2 2022 | $10,034,000 | +5.1% | 433,228 | +19.1% | 4.92% | -16.3% |
| Q1 2022 | $9,548,000 | +466.3% | 363,863 | +490.6% | 5.88% | +358.6% |
| Q4 2021 | $1,686,000 | +117.8% | 61,613 | +119.9% | 1.28% | +121.4% |
| Q3 2021 | $774,000 | – | 28,020 | – | 0.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chico Wealth RIA | 332,538 | $7,505,383 | 8.98% |
| Aquire Wealth Advisors, LLC | 910,866 | $20,558,246 | 8.57% |
| CPA Asset Management LLC | 527,732 | $11,910,912 | 8.35% |
| Envision Financial Planning, LLC | 366,535 | $8,272,698 | 8.19% |
| Morling Financial Advisors, LLC | 342,761 | $7,736,116 | 7.67% |
| Cable Hill Partners, LLC | 2,437,965 | $55,024,783 | 7.43% |
| Root Financial Partners, LLC | 593,324 | $13,391,324 | 7.09% |
| RAM Investment Partners, LLC | 741,886 | $16,744,368 | 7.08% |
| Plan Group Financial, LLC | 428,832 | $9,678,748 | 6.97% |
| Avondale Wealth Management | 343,360 | $7,749,639 | 6.80% |